Business Customization Workflow Pictures - Know How It Works

Details of the Agiliron Business Customization and the Data Flows

Back Office WorkFlow

Back Office - How It Works

The Workflow Picture below provides an overview of a typical business process used to manage Back-Office operations of a multi-channel retail business. Notice the fulfillment, payment processing and accounting functions for sales orders generated from all the sales channels along with the purchasing, receiving and associated accounting functions for purchase orders created by the business.

The Workflow Picture below provides an overview of the typical process to setup and customize the AGILIRON solution to map to operations within your business.

The company definition, product definition and configuration, accounting framework setup followed by the addition of product inventory, pricing information, sales channel configuration and customer/vendor are highlighted.

The top half of the picture identifies the various steps for customizing the AGILIRON Solution and the bottom half of the picture outlines the steps to configure the system with business specific information:

  1. Company Information entered along with identifying the inventory stock locations, supported shipping methods and employees and organizational roles.
  2. Product Information including desired category configuration, supported manufacturers, inventory management methodologies, product attributes that need to be tracked and creation of any matrix items (e.g. color, size) to support the product types.
  3. QuickBooks Import is an optional step that allows a business that is using QuickBooks for accounting to import information that makes Accounting setup in AGILIRON a snap.
  4. Accounting Setup includes the setup of GL accounts to support accounting activities, tax rates and agencies to associate with orders, supported payment methods used by the business and integration with QuickBooks if that is the preferred accounting system for the business.
  5. Product Catalog & Inventory Addition can be accomplished by either importing this information from your existing systems (.csv format) or creating them anew in the AGILIRON system.
  6. Price Books Creation to support the various pricing models supported by the business (by sales channels, by customer etc.)
  7. Sales Channel Creation & Product Addition is used to identify and integrate the various sales channels that the business will sell through along with populating these channels with the product and pricing information that will be sold through the respective channels.
  8. Customer Addition can be accomplished by either importing this information from your existing systems (.csv format) or creating them anew in the AGILIRON system.
  9. Vendor Addition can be accomplished by either importing this information from your existing systems (.csv format) or creating them anew in the AGILIRON system.

Other Agiliron Modules

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    Multi-Channel Commerce

    Sell more in more places and manage in one with the Agiliron Multi-Channel Commerce Suite.

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    Point of Sale

    Agiliron is redefining retail point of sale. With the Agiliron POS you can sell anywhere, at anytime.

    View POS System
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    Inventory Management

    The Agiliron inventory management system allows retails and wholesalers to efficiently manage inventory from all channels.

    View Inventory Tools
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    Warehouse Management App

    Mobile app that allows for: Warehouse Picking, Receive and perform Cycle Counts on Inventory, create Products, and add images to products.

    Explore Warehouse App
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    Order Management

    Retail order management made simple. Easy to navigate interface makes selling product and managing orders as easy as ever.

    View Order Module
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    B2C E-Commerce

    Easily get your new store up and running or migrate an existing store with Agiliron B2C E-Commerce.

    Explore B2C Store
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    B2B E-Commerce

    Easily setup a secure B2B store while integrating with your back-end systems and brick-and-mortar stores from a single platform.

    View B2B Portal
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    Marketplace Integration

    No more logging separately into multiple accounts to manage your orders and inventory. Manage it all through Agiliron.

    Explore Marketplace Sync
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    CRM

    Manage your sales cycle, specific customer activities, marketing campaigns and more in the Agiliron CRM.

    View CRM Features
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    Business Intelligence

    One integrated view of your entire business - sales, products, inventory, fulfillment, accounting and other operational data.

    View BI Dashboard
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    System Requirements

    View all the Agiliron system requirements.

    See System Requirements
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    Technology

    Learn about the technology behind Agiliron.

    More About Technology
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    Custom Development Services

    Agiliron can support custom Integrations, custom feature development, custom report development and much more.

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    Agiliron Payment Processing

    Deliver a better payment experience for your retail and wholesale customers with Agiliron Payment Processing.

    View Payment Options
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    Agiliron System Security & Compliance

    Learn how Agiliron keeps your data safe and secure.

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Transform your business with Agiliron today

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